+145.0%
AME vs LCID
-95.5%
+240.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +2.8% | +1.8% | +1.0% | +2.7% |
| 30D | -6.3% | -34.2% | +28.0% | -4.7% |
| 3M | +5.4% | -9.1% | +14.5% | +5.1% |
| 6M | +7.4% | -52.6% | +60.0% | +9.8% |
| YTD | +16.2% | -56.2% | +72.4% | +18.9% |
| 1Y | +26.8% | -74.9% | +101.7% | +32.5% |
| 3Y | +57.5% | -92.1% | +149.6% | +68.3% |
| 5Y | +84.8% | -97.6% | +182.4% | +104.8% |
| All | +145.0% | -95.5% | +240.5% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling